Ely Chapman Education Foundation (EIN 311636383) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

Ely Chapman Education Foundation, founded in 1999, is a small nonprofit in the Education sector that reported $642K in total revenue in fiscal year 2022. Expenses of $572K left a modest 11% surplus.

Mission

THE ELY CHAPMAN EDUCATION FOUNDATION PROVIDES EDUCATIONAL ENRICHMENT PROGRAMS FOR THE COMMUNITY AT LARGE, INCLUDING HANDS-ON LEARNING AND JOB TRAINING FOR GROUPS WITH DIVERSE BACKGROUNDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $441,224

Program Service Revenue $176,550

Investment Income $1,068

Other Revenue $23,456

TOTAL REVENUE $642,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $315,092

Fundraising Expenses $5,362

Program Expenses $401,760

Other Expenses $256,811

TOTAL EXPENSES $571,903

Year-over-Year Comparison

	2022	2021	Change
Revenue	$642,298	$641,146	+0.0%
Expenses	$571,903	$538,924	+0.1%
Net Income	$70,395	$102,222	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Kidd DVM	Member	1.00	Director	$0	$0	$0
John Champman	Member	1.00	Director	$0	$0	$0
Dr Zane Lazer MD	Member	1.00	Director	$0	$0	$0
R Hunt Brawley JD	Board President	2.00	Officer Director	$0	$0	$0
Rebecca Haller CPA	Board Treasurer	2.00	Officer Director	$0	$0	$0
Ginger OConnor	Board Secretary	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$642,298	$571,903	$714,509	$70,395
2022	$641,146	$538,924	$659,677	$102,222
2021	$381,794	$393,161	$377,074	$-11,367
2020	$374,195	$439,994	$388,870	$-65,799
2019	$450,909	$505,166	$364,055	$-54,257
2018	$580,072	$571,181	$395,291	$8,891

Ely Chapman Education Foundation